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Disclosery

IBHH ISHARES TR

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SHS (fund)

65 managers (65 13F filers) reported a position in IBHH shares at 2025-06-30, 6,600,449 shares in all. 11 filers opened a position and 1 filer sold out during the quarter.

Managers
65
13F filers
65
New
11
Added
29
Reduced
17
Sold out
1
Shares held by filers
6,600,449

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
LBMC INVESTMENT ADVISORS, LLC1,173,912$27.9M1.99%+337,77713F-HRTimeline
Baltimore-Washington Financial Advisors…1,062,806$25.2M1.18%-3,00513F-HRTimeline
NewEdge Advisors, LLC521,271$12.4M0.06%+13,49713F-HRTimeline
Keeler Thomas Management LLC406,047$9.64M4.15%+54,32913F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC326,727$7.75M0.15%+4,13913F-HRTimelineGroup
Commonwealth Financial Services, LLC319,188$7.57M1.46%+26213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…250,299$5.94M<0.01%+19,78113F-HRTimelineGroup
LPL Financial LLC228,569$5.42M<0.01%+38,37513F-HRTimeline
LITTLEJOHN FINANCIAL SERVICES, INC.200,750$4.76M3.68%+8,61013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA199,966$4.75M<0.01%+171,41613F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC198,252$4.71M0.01%+8,44913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY165,613$3.93M<0.01%+67,39113F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC133,470$3.17M<0.01%-58,95513F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/126,963$3.01M<0.01%-10,56713F-HRTimelineGroup
Robertson Stephens Wealth Management, L…117,987$2.8M0.1%+36,69213F-HRTimeline
SUMMIT INVESTMENT ADVISORS, INC.100,648$2.37M1.96%+7,10713F-HRTimeline
Straight Path Wealth Management91,448$2.17M0.74%+10,27813F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN63,228$1.5M<0.01%+4,61413F-HRTimelineGroup
Cetera Investment Advisers61,068$1.45M<0.01%+1,56513F-HRTimeline
Cambridge Investment Research Advisors,…58,784$1.4M<0.01%+8,19513F-HRTimeline
Sightline Wealth Advisors, LLC55,082$1.31M0.63%+4,66013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC52,938$1.26M0.01%-64513F-HRTimelineGroup
GAMMA Investing LLC52,342$1.24M0.08%-147,80413F-HRTimeline
WRAPMANAGER INC48,653$1.15M0.28%+1,00613F-HRTimeline
Integrated Wealth Concepts LLC46,368$1.1M0.01%-3,33313F-HRTimeline
UBS Group AGin group UBS Group AG45,748$1.09M<0.01%-30,99613F-HRTimelineGroup
IFP Advisors, Inc45,674$1.08M0.03%-14,59013F-HRTimeline
SEAVIEW INVESTMENT MANAGERS LLC37,163$882K0.19%+4,39313F-HR/ATimeline
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC36,195$859K0.01%+15,89213F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.33,721$800K<0.01%-29413F-HRTimelineGroup
HEADINVEST, LLC28,325$672K0.14%-75013F-HRTimeline
Heartland Bank & Trust Co20,961$497K0.23%+7,97213F-HRTimeline
Beacon Pointe Advisors, LLC20,423$485K0.01%-7,60913F-HRTimeline
Rothschild Wealth LLC18,792$446K0.11%-2,13413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC18,747$445K<0.01%new13F-HRTimelineGroup
Austin Private Wealth, LLC16,788$398K0.03%+3,23713F-HRTimeline
Ironwood Financial, llc14,969$350K0.07%013F-HRTimeline
Marble Harbor Investment Counsel, LLC12,900$306K0.03%-1,43213F-HRTimeline
OLD MISSION CAPITAL LLC12,683$301K0.01%new13F-HRTimeline
Boreal Capital Management LLC0$287K0.24%13F-HRTimelineAmount filed as zero, left out of ratios.
MERCER GLOBAL ADVISORS INC /ADV11,561$274K<0.01%new13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS11,436$271K<0.01%new13F-HRTimeline
Reliant Wealth Planning11,366$270K0.11%-13513F-HRTimeline
M3 Advisory Group, LLC11,138$264K0.18%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC11,060$262K<0.01%-114,96813F-HRTimelineGroup
Orion Capital Management LLC11,000$261K0.1%+3,80013F-HRTimeline
BridgePort Financial Solutions, LLC10,490$249K0.08%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.10,048$239K<0.01%-6,48013F-HR/ATimelineGroup
Private Advisor Group, LLC10,044$238K<0.01%new13F-HRTimeline
Bullock Wealth Management Group9,830$232K0.12%+1,91913F-HRTimeline
Cyr Financial Inc.9,675$230K0.18%new13F-HRTimeline
Guidance Point Advisors, LLC9,501$225K0.06%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP9,212$219K<0.01%new13F-HRTimelineGroup
TABLEAUX LLC8,887$211K0.12%new13F-HR/ATimeline
Global Retirement Partners, LLC8,274$196K<0.01%13F-HRTimeline
Cherry Tree Wealth Management, LLC5,928$141K0.03%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC4,979$118K<0.01%+4,10813F-HRTimelineGroup
EP Wealth Advisors, LLC4,300$102K<0.01%013F-HRTimeline
BARRETT & COMPANY, INC.1,925$45.7K0.02%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,518$36K<0.01%new13F-HRTimelineGroup
AE Wealth Management LLC800$19K<0.01%+35013F-HRTimeline
Blue Trust, Inc.797$18.9K<0.01%+1313F-HRTimeline
CWM, LLCin group CWM, LLC670$16K<0.01%-23013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.542$12.9K<0.01%+1313F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.